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Form 5500 · Employee benefit plan · PARIS, TN

INSTITUTIONAL CASEWORK, INC.

Public Form 5500 records show how INSTITUTIONAL CASEWORK, INC. (PARIS, TN) structures its employee benefits. Its broker of record is LPL FINANCIAL CORPORATION. Coverage is written through TRANSAMERICA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4225695 · plan 001 · as of Jul 2026

Participants
259
Carriers on file
1
Disclosed commissions
$7,876
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA LIFE INSURANCE COMPANY82December$7,876

Questions

Who is INSTITUTIONAL CASEWORK, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, INSTITUTIONAL CASEWORK, INC.'s broker of record is LPL FINANCIAL CORPORATION.

What insurance carrier does INSTITUTIONAL CASEWORK, INC. use?

INSTITUTIONAL CASEWORK, INC.'s benefit plan is written through TRANSAMERICA LIFE INSURANCE COMPANY.

When does INSTITUTIONAL CASEWORK, INC.'s group plan renew?

The most recent Schedule A policy period for INSTITUTIONAL CASEWORK, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from INSTITUTIONAL CASEWORK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.